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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide form tabs based o...
Microsoft Dynamics CRM (Archived)

Hide form tabs based on business rules

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Posted on by Community Member

I have a case where I need to hide a tab of my form based on a contact type. 
Are there any suggestions that would allow a User with Customization access to create a Business Rule that can show/hide a Section (Tab) on a Form, based on the business rule. 

Thanks in advance.

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  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi YasemeenZada,

    Refer the link below for hiding tabs/section fields using Business Rules.

    http://www.dynamicscrmpros.com/hiding-section-fields-microsoft-dynamics-crm-2013-using-business-rules/

    By using JavaScript too, we can hide/show tabs as described in links below.

    https://community.dynamics.com/crm/f/117/t/158395

    https://community.dynamics.com/crm/f/117/t/156616

    Hope it helps.

    Thanks

  • Suggested answer
    shivaram Profile Picture
    shivaram 3,315 on at

    Hi Yasemeen,

    Using Business rules, you can hide/Show fields in Particular Section/Tab. So if you want to Hide/Show all fields in a section then you need to write action for each field which will be more difficult than Javascript. In Javascript you can directly achieve this.

    Thanks.

  • Suggested answer
    Saddamk206 Profile Picture
    Saddamk206 777 on at

    it is not possible by Business Rules. You can use javascript for hide and show

    //Hide the tab

    Xrm.Page.ui.tabs.get("TabName").setVisible(false);

    //Show the tab

    Xrm.Page.ui.tabs.get("TabName").setVisible(true);

  • Saddamk206 Profile Picture
    Saddamk206 777 on at

    it is not possible by Business Rules. You can use javascript for hide and show

    //Hide the tab

    Xrm.Page.ui.tabs.get("TabName").setVisible(false);

    //Show the tab

    Xrm.Page.ui.tabs.get("TabName").setVisible(true);

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,603 on at

    I have created some Generic Method to Hide and Show Tab and Section

    Please refer here : https://vjcity.blogspot.com/2021/07/generic-method-to-hide-and-show-tab-and.html

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